As a fiduciary, Pointe Capital is 100% independent and 100% dedicated to serving our clients’ interests.
Our Modern Approach to Traditional Investing incorporates the enduring principles that investors have relied upon for generations, with modern insights investors need in a fast-moving, rapidly changing world.
As a registered investment advisor operating under the SEC, we apply a team-based, client-centered approach to help clients achieve their goals - today and for generations to come.
Our Culture Our business is all about people.
The people we serve and the people we work with expect and deserve to be treated with integrity, transparency, and respect. In an industry that too often focuses on transactions, we work hard to build relationships that endure.
Meet the Team
Elizabeth S. Ottaway, CFP
Managing Director
Paul J. Huebner
Partner,
Chief Compliance Officer
Susan M. Doughty
Director of Administration
Charles P. Huebner
Chairman
James L. Carroll, CFA
Managing Director, Senior Portfolio Manager
Heather S. Williams, CFA
Senior Investment Analyst